streetsmarts installation guide - windows

Maxwell Systems

StreetSmarts

Installing UniVerse for Windows NT & 2003 Server

Maxwell Systems, Inc. 1000 First Avenue, Suite 200 King of Prussia, PA 19406 P: 800.688.8226 www.maxwellsystems.com .

Copyright Information

StreetSmarts UniVerse Installation

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2009 Maxwell Systems, Inc. Revised 7/27/2009 This proprietary and confidential document is intended solely for use by Maxwell Systems and its Customers.

Information in this document is subject to change without notice. Companies, names, and data used in examples are fictitious unless otherwise noted. Definitions of terms in this publication are meant to convey general meaning only, and are not necessarily subscribed to by this organization. Information contained in this document, while deemed correct at the time of publication, is not necessarily accurate due to the dynamic nature of the product. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Maxwell Systems, Inc.

Arial and Palatino Linotype are the property of their respective companies or owners. All trademarks and registered trademarks are the property of their respective companies or owners. All rights reserved.

Copyright 2009 Maxwell Systems, Inc. 1000 First Avenue Suite 200 King of Prussia, PA 19406 Phone 800.688.8226 Fax 610.277.2081 www.maxwellsystems.com release 7.1

Contents


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Contents 1.0 UniVerse: Getting Started .................................................................................... 1

1.1 Getting Started.................................................................................................... 1 1.2 StreetSmarts Diagram ........................................................................................ 2 1.3 General Information ............................................................................................ 2 1.4 System Requirements ........................................................................................ 3 1.5 Significant Changes ............................................................................................ 3 1.6 Frequently Asked Questions .............................................................................. 6 1.7 Pre-Installation Checklist and Assumptions ....................................................... 8 1.8 Where to Go Next ............................................................................................. 10

2.0 Installing StreetSmarts for the First Time ........................................................ 11 2.1 Pre-Installation Assumptions ............................................................................ 12 2.2 Backup Operating System ................................................................................ 12 2.3 Copy the CD to the UniVerse Server................................................................ 13 2.4 Install UniVerse................................................................................................. 15 2.5 Finalizing the Installation .................................................................................. 28 2.6 Check for Updates ............................................................................................ 40 2.7 Installing the Individual Workstations ............................................................... 41

2.7.1 Install Applications for the Workstation from CD ....................................... 41 2.7.2 Help Files .................................................................................................. 60

2.8 Check for Updates ............................................................................................ 60 2.9 Where to Go Next ............................................................................................. 61

3.0 Existing Customer Previously Using StreetSmarts on D3 ............................. 62 3.1 Pre-Installation Assumptions ............................................................................ 63 3.2 Copy the CD to the UniVerse Server................................................................ 63 3.3 Preparing D3 for the UniVerse Migration ......................................................... 65

3.3.1 Changing the D3 Port ................................................................................ 67 3.4 Install UniVerse................................................................................................. 69 3.5 Finalizing the Installation .................................................................................. 85 3.6 Check for Updates ............................................................................................ 97 3.7 Installing the Individual Workstations ............................................................... 98

3.7.1 Export Current SBClient Configuration ..................................................... 98 3.7.2 Uninstall Current SBClient Versions ......................................................... 98 3.7.3 Adjust the Registry .................................................................................... 99 3.7.4 Remove Additional Items ........................................................................ 102 3.7.5 Install Applications for the Workstation from CD ..................................... 103 3.7.6 Import and Verify Settings ....................................................................... 123 3.7.7 Help Files ................................................................................................ 124 3.7.8 Rebuild SQL Files ................................................................................... 125

3.8 Uninstall D3 .................................................................................................... 126 3.9 Deactivate D3 ................................................................................................. 131 3.10 Check for Updates ........................................................................................ 131 3.11 Where to Go Next ......................................................................................... 131

4.0 StreetSmarts in UniVerse ................................................................................. 132 4.1 Logging into StreetSmarts in UniVerse .......................................................... 132 4.2 Setting Up New Users .................................................................................... 133

4.2.1 Copying a User ID ................................................................................... 134 4.2.2 User IDs and Passwords ......................................................................... 135 4.2.3 StreetSmarts Security ............................................................................. 135

4.2.3.1 Module Menu Restrictions ............................................................... 136 4.2.3.2 Unauthorized Companies ................................................................ 138

4.2.4 User Security Setup ................................................................................ 139 4.2.4.1 User Startup Information .................................................................. 142

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4.2.4.2 Terminal IDs ..................................................................................... 143 4.2.4.3 GUI User Preferences...................................................................... 143

4.3 StreetSmarts Security ..................................................................................... 145 4.3.1 Security Matrix ......................................................................................... 145 4.3.2 Group Security Setup .............................................................................. 147 4.3.3 Security Console ..................................................................................... 149 4.3.4 Detail-Level Consoles ............................................................................. 152 4.3.5 Existing Query Security ........................................................................... 153 4.3.6 Restoring and Resetting Queries ............................................................ 154 4.3.7 Menu Security ......................................................................................... 155 4.3.8 Field Security ........................................................................................... 157 4.3.9 Report Security ........................................................................................ 160 4.3.10 Global Settings ...................................................................................... 161

4.3.10.1 General .......................................................................................... 161 4.3.10.2 Feature Security ............................................................................. 162 4.3.10.3 Paths/Query Settings ..................................................................... 163

4.4 Setting Permissions on the Server ................................................................. 164 4.5 Troubleshooting .............................................................................................. 165

5.0 Printers ............................................................................................................... 169 5.1 New Clients ..................................................................................................... 169

5.1.1 Resetting AcuPrint................................................................................... 172 5.2 Existing Clients: Saving Printer Class Settings .............................................. 173

5.2.1 Resetting AcuPrint................................................................................... 177 6.0 Setting Up UniVerse ODBC for SQL ............................................................... 178

6.1 New Clients ..................................................................................................... 178 6.1.1 Step One: Set Up a New SQL Reporting Account .................................. 178 6.1.2 Step Two: Create Tables ........................................................................ 179 6.1.3 Step Three: Access Tables from SQL Reporting Source ....................... 181

6.2 Existing Clients ............................................................................................... 185 6.2.1 Step One: Delete and Recreate any SQL Reporting Accounts .............. 185 6.2.2 Step Two: Resave SQL Tables ............................................................... 187 6.2.3 Step Three: Differences in SQL Table Naming Conventions ................. 188 6.2.4 Step Four: Converting Queries and Reports ........................................... 189

6.3 Deleting SQL Reporting Accounts .................................................................. 189 7.0 Crystal Reports Interface ................................................................................. 190 8.0 Citrix and StreetSmarts .................................................................................... 191 9.0 Best Fixed Assets and StreetSmarts .............................................................. 192 10.0 Remote Applications and UniVerse Conversion ......................................... 193

10.1 SmartTraxx ................................................................................................... 193 10.1.1 Installing the SmartTraxx Administrator ................................................ 193

10.1.1.1 Basic Configuration ........................................................................ 193 10.1.1.2 Requirements ................................................................................. 195 10.1.1.3 Installation ...................................................................................... 195

10.1.2 Installing the SmartTraxx Client ............................................................ 203 10.2 ScaleSmarts ................................................................................................. 215 10.3 Jobsite Payroll .............................................................................................. 216

11.0 Outlook Integration Installation ................................................................... 217 11.1 Installing the Individual Workstations ........................................................... 217

11.1.1 Install Outlook Integration for the Workstation from CD........................ 217 12.0 Post-Installation .............................................................................................. 222

12.1 Post-Installation Checklist ............................................................................ 222

Getting Started


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1.0 UniVerse: Getting Started

Read these instructions before you begin. Failure to follow the outlined procedures may result in critical harm to your data.

Note: The Universe CDs you received contain StreetSmarts r7.1. If you have worked with Support or Professional Services after loading r7.0 and have received patches or custom programming, it is likely that your CD does not contain those patches and/or customs. Consequently, they will need to be reloaded. Please contact Maxwell Systems Professional Services prior to your conversion so we may accumulate any necessary programming for loading after your conversion.

1.1 Getting Started The UniVerse Migration was designed and documented for you or your IT staff to perform on your own. However, Maxwell Systems Professional Services Team offers several methods of engagement to assist you or to perform the migration for you.

Please contact Professional Services by calling 800.323.7662.

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1.2 StreetSmarts Diagram Throughout this documentation, we reference Operating System, Database, System Builder Server and Client, and StreetSmarts. This diagram will help you understand the different layers and the importance of each.

StreetSmartsStreetSmarts

SB+ ServerSB+ Server

UniverseUniverse

Operating System(Windows or AIX)

Operating System(Windows or AIX)

StreetSmartsStreetSmarts

SBClientSBClient

Operating System(2000, XP, or Vista)

Operating System(2000, XP, or Vista)

Server Workstation

1.3 General Information StreetSmarts is inoperable during the migration. Please be sure to alert all

Important Notice to Users of Maxwell Systems Remote Applications: ScaleSmarts, SmartTraxx, and scale and bid transfers are affected by the StreetSmarts UniVerse installation. Please review Chapter 10, Remote Applications and UniVerse Conversion. If you have questions, contact Maxwell Systems Professional Services before the migration for assistance in changing the configuration.

StreetSmarts is inoperable during the installation. Please be sure to alert all StreetSmarts users in advance and consider low-impact times to do the installation. For example, do not run any installation just before Payroll has to be processed.

Please plan the installation in advance. In the event that you have a question during the installation, it is important that Professional Services is available to provide assistance. If you have not engaged the Professional Services Department, contact Maxwell Systems Customer Support.

Basic computer knowledge such as file copy, registry entry, system restarts, add/remove programs is required to complete the installations.

Minimum system requirements have been reviewed and have been met. Refer to the Minimum System Requirements appendix for more information.

StreetSmarts must be installed on a standalone server. Maxwell Systems requires that customers install the StreetSmarts database

server applications on a dedicated Windows 2000 or 2003 Server. For example, you cannot run Exchange server, Terminal server, Citrix, etc., on the same server as StreetSmarts.

Place a checkmark here to indicate that you have completed this section.

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1.4 System Requirements Check the Customer Zone (www.mymaxwell.com) for the most current Hardware Requirements document.


1.5 Significant Changes This section only applies to customers who are migrating an existing D3 database to a UniVerse database. If you are a new customer installing StreetSmarts for the first time, proceed to section 1.7.

Is StreetSmarts security changed with the UniVerse migration? No, the StreetSmarts module security and console security are not changed.

Is database security changed with the UniVerse migration? Yes, during the conversion, all data locations on the drive have the operating system security features in place for data security.

UniVerse, relies on domain (network) and operating system (UNIX) level authentication to ensure that users have access to a particular account in the database. This domain level authentication that UniVerse uses has three major implications for StreetSmarts clients:

A. Users must log in with their (operating system) user names and passwords and their StreetSmarts user names and passwords. Maxwell Systems now requires that StreetSmarts user names match the network user name. This will ensure that users will be able to log in with a simple, efficient entry with the login.

B. Users must have network-level file permission access to the IBM directory StreetSmarts server. For example, with StreetSmarts installed at the c:\IBM\StreetSmarts\Street location on the server, the domain login must have Windows file security permissions. The domain login and the StreetSmarts users would have to have Windows file security permissions (full control) for data in the IBM directory of the path C:\IBM\. Note to system administrators: Local and domain controller security policies may need to be created or updated in order for users to be able to log into StreetSmarts, utilizing file level network security. This applies to Unix operating systems as well. You will need to create individual operating system logins for each StreetSmarts user.

C. Because data security is provided by the operating system, account level security changes from D3 to UniVerse. Account level passwords are no

Getting Started


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longer used. Passwords on login accounts like STREET, EXECPR, SSTEST will be removed upon conversion to UniVerse. If your company has restricted accounts with limited access, Maxwell Systems strongly encourages you to set up operating system security to restrict access to those accounts as part of the conversion process. If you need help with setting up domain security, consult your IT professional. Because (per item B above) users have to be given access to the IBM folder on the drive that UniVerse is installed on, restricted users would also have to be expressly denied access to the directory associated with the restricted account (i.e., EXECPR). Please call Maxwell Systems Professional Services with any questions regarding account level security before performing the UniVerse migration.

If your company has restricted accounts with limited access, Maxwell Systems strongly encourages you to set up operating system security to restrict access to those accounts as part of the conversion process.

Will UniVerse affect my printers? Yes. Stationery names are still used for printer application; however, form queue numbers are no longer used. Because UniVerse NT does not support form queue numbers, you cannot change the form queue to Payroll checks, insert check stock, and hold all other non-Payroll check jobs until you finish. While this makes printing forms easier, it no longer protects forms in the printer. Otherwise, printers will work very similarly in UniVerse as in D3. Refer to Section 5, Printers, for more information and important post upgrade steps necessary to complete printer setup.

Do I have to make any other changes after the installation? Possibly. After upgrading your database server to UniVerse, the following changes may apply to your company:

1. Any workstations not running the current software version will need to be updated. Be sure to update each workstation that connects to StreetSmarts by running the Workstation Installation CD included in the installation package.

2. If using SQL Utilities, each reporting account will need to be saved to create the account on UniVerse, and each table will also need to be re-saved. Refer to Section 6.2.3, Differences in SQL Table Naming Conventions, for additional important information. Note: If you have saved your SQL Tables in the STREET account, you will need to create a new account and re-save the SQL TABLES in the new account.

3. Data Warehousing will also need the SQL table for each profile re-saved to create SQL access.

4. Any workstation using either Data Warehousing or the SQL Utilities will need the UniVerse UNIRPC driver installed, using the workstation installation CD. In some cases, links may need to be redefined.

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5. Since the underlying database is being changed, any manual procedures or database commands outside the software, such as at TCL, may no longer work and may require a different command, macro, or procedure.

When I migrate to UniVerse, will I lose all my scripts and other settings? Yes. The login screens differ with UniVerse. If you have created a script to assist with the database login, you will need to re-learn the script. UniVerse does not use the SSUPD script for loading releases.

How are licenses affected with the migration to UniVerse? For each StreetSmarts login in Universe, one license is used. For each licensed user, you may have up to 10 UNIRPC connections per IP address. This license allows for UNIRPC connections such as StreetReporter, Crystal Reports, and StreetSmarts.

If I convert my data as a test, can I reconvert it when I'm ready to go live? Yes, you can reconvert your data. Please contact Maxwell Systems Professional Services to have your test data cleared and to prepare your server to convert your data again.

Can I install the StreetSmarts client or StreetReporter on my server? No, you must not. If you do install either the StreetSmarts client or StreetReporter, do not remove either. Contact Maxwell Systems Customer Support immediately. By installing either the StreetSmarts client or StreetReporter on the server, you overwrite an important UniVerse Driver. This will disable your UniVerse system the next time you restart the server.

How is the StreetSmarts system backed up in UniVerse? On Windows NT systems, the Windows backup or a third-party backup software package (e.g., Veritas) is suggested for regular backups.

Note: You must ensure you are getting a backup of the IBM folder. On IBM AIX systems, you will be utilizing the UniVerse backup method to the tape drive. This is currently a manual process. You must initiate this process every business day.

It is critical to back up the IBM directory on the server after data conversion, as this now becomes the place of residence for your live StreetSmarts data.

Will searches within the system be affected by UniVerse case sensitivity? Yes. UniVerse is case sensitive; whereas, D3 was not. This affects how StreetSmarts users search for employees, customers, products, plants, vendors, and so forth. For example, inventory items with the description Motor Oil will not be returned in a

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search for MOTOR OIL. Instead, only items with the description MOTOR OIL will be returned. Be sure to review this section thoroughly so you are apprised of all significant changes prior to the migration.

Will SQL reporting be affected? Yes. SQL table naming conventions have changed. Refer to Section 6.2.3, Differences in SQL Table Naming Conventions, for important details.


1.6 Frequently Asked Questions This section only applies to customers who are migrating an existing D3 database to a UniVerse database. If you are a new customer installing StreetSmarts for the first time, proceed to section 1.7.

How long will the entire migration take? The UniVerse installation and data conversion will vary according to the type of installation, amount of data, and the server setup. Refer to the options listed below for a more accurate time estimate. Note that the times listed are estimates only.

New StreetSmarts client installing UniVerse. Estimated time is two to three hours.

Existing StreetSmarts client installing UniVerse on a separate server. Estimated time is ten hours.

Existing StreetSmarts client installing UniVerse on the same server as D3. Estimated time 36 hours.

Can my co-workers continue to use StreetSmarts while I perform the migration? No, StreetSmarts is inoperable during the server portion of the migration. Please schedule this migration with all users prior to beginning the migration. Once the migration has been completed, and you have updated one workstation, that workstation may connect and start operating in StreetSmarts. You do not have to wait until all workstations all upgraded.

Can my co-workers continue to use other applications while I perform the migration? Yes. During the StreetSmarts/UniVerse migration, StreetSmarts is inoperable; however, your network is operational and available for normal use. The network may be defined as the Internet, Microsoft products such as Word and Excel, file and print server, games, and local workstation usage. However, please note that during the UniVerse upgrade, there may be a few times where the server needs to be restarted which will interrupt the network.

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Can I perform the migration on the weekend so my co-workers are not inconvenienced? Yes. The UniVerse Migration was designed and documented for you or your IT staff to perform on your own. However, Maxwell Systems Professional Services Team offers several methods of engagement to assist you or to perform the migration for you.

Can Maxwell Systems perform the migration for me? How will I be billed for the installation? Yes, Maxwell Systems Professional Services Staff will be available to assist you during the installation, if necessary.

Maxwell Systems offers three levels of support: on-call, remote installation assistance, and onsite installation. If you would like for Maxwell Systems to perform the installation, the professional services associated with the installation will be invoiced under a separate contract.

To schedule an installation contact Maxwell Systems Professional Services Department.

How soon can I begin the installation process? You may request the UniVerse installation by contacting Maxwell Systems. Once you have you have purchased the appropriate and necessary concurrent user UniVerse licenses, the required UniVerse CDs will be mailed to you. If you have any questions or concerns about the UniVerse migration, the Professional Services Department can assess your needs and assist you with the migration under a separate contract.

What happens to my custom modifications? Custom modifications will continue to exist within your StreetSmarts application. If you had a custom modification delivered separately from a release, this may not be on the UniVerse system. Prior to performing the UniVerse migration, contact Maxwell Systems Professional Services Department to have an analysis run to determine if a custom has been delivered separately.

If you previously received a custom delivery, a re-delivery will occur at no charge. If you identify a custom modification that is not available in UniVerse and it has been determined that the custom modification was not delivered under the proper procedures, there will be a normal charge for locating, modifying for UniVerse and delivering the custom.

Can I download the UniVerse installation from Maxwell Systems web site? Yes. Because we are constantly updating information as necessary, you should get the latest version from the web site when you are ready to upgrade. To ensure that you receive the most up-to-date files, be sure not to download the files ahead of time. You can download the files at www.mymaxwell.com > Downloads > StreetSmarts.

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Are there any workstation updates necessary for UniVerse? Yes. You will need to ensure that the SBClient release is at version 5.2.4. You will also need to reinstall StreetSmarts Release 7 client to install the UniRPC drivers on the workstation.


1.7 Pre-Installation Checklist and Assumptions This section only applies to customers who are migrating an existing D3 database to a UniVerse database. If you are a new customer installing StreetSmarts for the first time, proceed to section 1.8.

A partial checklist is provided for you to get started.

1. You have reviewed and met the minimum server requirements. Refer to the Hardware Requirements in the Customer Zone (www.mymaxwell.com), for more information.

2. The StreetSmarts login is a different login from the StreetSmarts login for D3. Your user ID and password for UniVerse need to be the same as your Windows (domain) user ID and password. If they are already the same, no changes are necessary. If they are different, refer to Question 2 in Section 1.5, Significant Changes, for more information.

3. Plan in advance your strategy for modifying Windows user names, if necessary. Note that all Windows user names must be identical to the log-in IDs used in StreetSmarts. Windows user names are traditionally 10 characters or less. If you have Windows user names that are longer than 10 characters, please contact Maxwell Systems Professional Services for a review of possible conflicts with long user names. Refer to Question 2 in the Significant Changes section for more information.

4. Resizing and restoring files should be done in anticipation of the migration to reduce the time in converting data. Refer to Resizing Files, in the System Administration User Guide for complete instructions on resizing and restoring.

5. Ensure that you have adequate disk space on the server where you will be installing StreetSmarts. You can find the available disk space by going to My Computer > C:\> Right Click > Properties. On AIX RS6000 systems, use the lsvg rootvg command to view available disk space

6. A current StreetSmarts backup must be performed before starting the upgrade. Refer to the System Administration User Guide for specific information on creating an archive tape prior to converting.

7. Ensure that your system is updated with the most current StreetSmarts release files, which are available at www.mymaxwell.com > Downloads > StreetSmarts. Make sure you have unpacked these files before the scheduled migration day. Not doing so will result in a mismatch

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between the database structure and the data. The unpack process can be done at night to avoid additional down time for employees. Remember that all users must be logged off the system during the unpack process. Refer to the instructions for loading releases which are available at www.mymaxwell.com > Downloads > StreetSmarts.

8. Please notify Maxwell Systems Professional Services at least a week in advance of your migration to UniVerse. Doing so allows for checking of custom deliveries as well as discussing migration opportunities. When scheduling the migration, please note that Maxwell Systems Professional Services will request your completed checklist from the UniVerse Migration Information Online Class, which must be taken prior to your upgrade. You can register for the class online at http://www.mymaxwell.com/ > Register for an online course.

9. Schedule the installation with your staff. Please note that the process may take up to a day or longer. During this time, StreetSmarts will not be available for processing.

10. Make sure that all users have logged out of StreetSmarts and remain logged out until the installation is complete.

11. When instructed to shutdown the UniVerse server, you must ensure that all users have logged off the system. Stopping services doesn't stop users who are still logged into StreetSmarts from writing to the server. Note that users will not be able to start any new sessions once services have been stopped.

12. Custom menus are not available after the migration. Plan additional time to add user reports to your menus.

13. Allow time to recreate SQL Tables and edit or rewrite SQL reports in order to work with the new database. Crystal Reports MS Access MS Query Other SQL reports

Refer to Section 6.2.3, Differences in SQL Table Naming Conventions, for important details.

14. Allot time to define account restrictions after the migration as these are removed during the conversion process. If you have an executive payroll account in D3, you will have to change the file permissions in Windows to get the security you need for these accounts. Refer to the second question and answer in Section 1.5, Significant Changes, for more information.

Company Name:

Contact Name:

Phone:

E-mail Address:

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Todays Date:

Scheduled Date for Installation*:

Signature:

* If you do not schedule your UniVerse Installation with Maxwell Systems Professional Services, we cannot guarantee that a representative will be available should you need assistance.

Place a checkmark here to indicate that you have completed this section and then fax Section 1.7 to Maxwell Professional Services at 970.225.0676.

1.8 Where to Go Next The UniVerse installation and data conversion will vary according to the type of installation, amount of data, and the server setup. Refer to the options listed below for a more accurate time estimate and for information on where to begin.

Be sure to send an e-mail to Maxwell Systems Professional Services at [email protected] to alert them that you will begin the migration soon. Please note that Professional Services will request that you fax (970.225.0676) them your completed checklist from Section 1.7. This helps the department to be available should you have any questions. Additionally, it gives the department an opportunity to contact you with any information recently learned.

Determine which one of these options fit your current configuration:

New StreetSmarts client installing UniVerse. This will take approximately two to three hours. Refer to Chapter 2 to begin the installation.

Existing StreetSmarts client installing UniVerse on a separate server. This may take up to eight hours. Refer to Chapter 3 to begin the installation.

Existing StreetSmarts client installing UniVerse on the same server as D3. This may take up to 12 hours. Refer to Chapter 3 to begin the installation.


Installing StreetSmarts for the First Time


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2.0 Installing StreetSmarts for the First Time

Read these instructions before you begin. Failure to follow the outlined procedures may result in critical harm to your data. If you are a new Maxwell Systems customer and are installing StreetSmarts for the first time, you may proceed. However, if you are an existing customer who has used StreetSmarts in the past, skip to Chapter 3.



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2.1 Pre-Installation Assumptions As you read each item listed below, check off the assumptions:

Know the location of the StreetSmarts server. Know the local administrator login and password for the StreetSmarts server and ensure you have mouse and keyboard function. Note: The password cannot be blank.

The server operating system is Windows 2000 or higher. All current Microsoft Service Packs have been installed on the server.

When the icon is displayed, press the Enter key. Note: The Enter key is commonly used after most commands; however, there are a few exceptions. Be sure to press the key only when instructed to do so.

Typed or executed commands are boldfaced. Case (i.e., lowercase or uppercase) does not matter unless otherwise specified. Your user ID and password for UniVerse need to be the same as your

Windows (domain) user ID and password. Refer to Question 2 in Section 1.5, Significant Changes, for more information.

Ensure that you have attended Maxwell Systems free UniVerse Migration Information class. You can register for the class online at www.mymaxwell.com > Register for an online course.

Contact Maxwell Systems Customer Support should you need assistance during any step of the installations.


2.2 Backup Operating System Welcome to StreetSmarts. Before proceeding, be sure to make the appropriate operating system backups on the UniVerse server.




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2.3 Copy the CD to the UniVerse Server

Tip: Complete this step two days prior to the scheduled installation to assure that the CD has not been damaged during shipping.

To ensure a successful installation, copy the files from the UniVerse NT Server Installation CD to the root directory of the local hard drive of the StreetSmarts UniVerse server.

Caution: Copy the contents of the Server Installation CD directly to the root directory on the drive in which you plan to install UniVerse. For example, if you plan to install UniVerse on the D:\ drive, copy the content of the Server Installation CD to the root directory (i.e., not in any folders) of the D drive

Note: You may copy the files to another location; however, this document will always direct you to the root of the C drive (C:\).

1. From the UniVerse server, log in as administrator by entering the appropriate login and password.

2. Insert the UniVerse NT Server Installation CD into your server where you want to install StreetSmarts.

3. Right-click on the Start button and select Explore.



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4. Navigate to the UniVerse NT Server Installation CD and copy the UV_NT_Server_Install folder to the C:\ drive. This will ensure that the CD is in proper working condition. The files in the UV_NT_Server_Install folder will be used during the installation.

Note: This will require approximately 2 GB of free space on the server. You can find the available disk space by going to My Computer > C:\> Right Click>Properties. If you are out of disk space or any other error occurs, contact Maxwell Systems Customer Support.

5. Remove the CD and store it in a safe place for future use. 6. Log out of the server.




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2.4 Install UniVerse

Caution: You must be logged into the Windows server as a local Administrator in order to properly install UniVerse. Additionally, you must be logged into Windows as the Administrator the first time you log into UniVerse after installing it. Not doing so will cause installation errors, requiring assistance from Maxwell Systems Customer Support.

1. From the UniVerse server, locate the C:\UV_NT_Server_Install folder in Explorer that you just copied in Section 2.3, Copy the CD to the UniVerse Server. Double-click on the folder to open it. Note: The drive letter may vary if you copied the files to an alternate location.

2. Double-click on the UVNTSetup.exe file. The Welcome window is displayed. Click Next to continue.



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3. The Choose Upgrade Option window is displayed. Ensure that the Upgrade from D3 box is not checked. Click Next to continue.

4. The Start Installation window is displayed. Click Next to continue.



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5. The InstallShield Wizard window is displayed briefly.

6. The UniVerse 10.1.10 Setup window is displayed. Click Next to continue.

7. When the license agreement is displayed, click Yes.



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8. The UniVerse 10.1.10 Setup window is displayed. This is where the StreetSmarts database will be installed. Maxwell Systems strongly recommends that these paths remain unchanged; however, the drive letter may be changed to store the database on a separate drive. Please change both locations to the same drive letter. Click Next to continue.

Tip: If you wish to change the drive letter where UniVerse is installed, be sure to indicate the drive letter in the UniVerse Directory field and in the UniShared Directory field.



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9. The Confirm New Folder window is displayed. Click Yes.


11. The UniVerse License window is displayed. Enter the Serial Number, New User Limit, New Expiration Date, and Authorization Code, which is located on the label on the CD case, in which the UniVerse Installation CDs were packaged. This information is case sensitive. Note: If the sheet includes -UV after the serial number, do not enter -UV in this window. Only enter the numerical serial number. Click Next to continue.



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12. A similar window titled UV/Net License is displayed. Reenter the data you just entered in the previous window. Click Next. Note: If an error is displayed, indicating that the license could not be validated, please check your authorization details. Then review the information carefully for accuracy. Make sure that the Authorization Code is entered exactly as it is on the license document. Be sure to match case. Note: If the sheet includes -UV after the serial number, do not enter -UV in this window. Only enter the numerical serial number.

13. The UniVerse National Language Support window is displayed. Ensure that the Install NLS for UniVerse flag is not checked. Click Next.



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14. The Service Startup window is displayed. Ensure that all three flags are enabled. Click Next.

15. The UniVerse 10.1.10 Setup window is displayed. Click Next.



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16. The UniVerse 10.1.10 Setup window is displayed. Click Next.

17. The UniVerse 10.1.10 Setup window is displayed.



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18. The UniVerse 10.1.10 Setup window is displayed. The View Release Notes flag is enabled, allowing you to view the notes at this time, or you can disable the flag to refer to them later. Click Finish to begin the UniAdmin installation.

19. If you chose to view the release notes in the previous step, they are displayed. Review the notes as you wish and then close the file by clicking on the X in the upper right portion of the screen.



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21. The UniAdmin Setup window is displayed. Click Next.



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22. The UniAdmin Setup window is displayed. Accept the defaults and click Next.

Caution: UniAdmin must be installed in the IBM\UniAdmin directory; however, it does not need to be installed on the same drive letter as previously selected in Step 7. Please note that whenever the C: drive is specified, use the appropriate drive letter.




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25. The UniAdmin Setup window is displayed briefly.



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26. The UniAdmin Setup window is displayed. Click Finish to complete the UniAdmin installation and continue with the rest of the UniVerse installation.

27. The Installing window is displayed. This process will install necessary UniVerse programs on the server and may take awhile. Click Next. Note: Data will briefly scroll across a DOS screen. This is for informational purposes only.



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28. The Installation Complete window is displayed. Click Finish.

29. Close the Explorer window by clicking on the X in the upper right corner of the window.


2.5 Finalizing the Installation 1. From the UniVerse server, open the Maxwell Desktop folder, and double-click

on the StreetSmarts Maint icon. 2. The StreetSmarts Maint window is displayed. Enter the following:

your Windows Administrator login

your Windows password for Administrator



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3. At the Account Name or Path (uv): prompt, type in lowercase: uv

Note: If the login session times out, go back to Step 2 to start again.

4. At the > prompt, type in uppercase: LOGTO SETUP



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5. When prompted whether to continue, type: Y

6. The following window is displayed as the system updates the necessary files.

7. When the system has finished making the necessary updates, the command prompt (>) is displayed. Close the StreetSmarts Maint window. Close the Maxwell Desktop folder.



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8. Log off the UniVerse server. 9. Log back onto the system. 10. From the UniVerse server, open the Maxwell Desktop folder, and double-click

on the UniVerse Control icon.

11. The UniVerse Control Panel window is displayed. Click Stop All Services. 12. Then click Start All Services to restart the services.

13. Click OK. 14. Return to the StreetSmarts Maint window.

Note: If you inadvertently closed the StreetSmarts Maint window, you can open the Maxwell Desktop folder as done in Step 1. Double-click on the StreetSmarts Maint icon.



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15. At the Please Enter User Id prompt, enter your User ID and Password.

Note: The User ID is SB. When prompted for the password, press .

16. At the Terminal ID prompt, type the following: DEFAULT.TERM



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17. Press any key to continue.

18. Use the instructions below to complete the following fields: SB+ Runtime: NONE American/International: A (for American) Upgrade Y/N: N (for No) Refer to the sheet titled "Do Not Throw Away," which was included with the UniVerse Installation CDs, for the appropriate SB+ serial number, runtime code, etc.

Tip: If you accidentally save this screen with incorrect or incomplete information, simply log in again and type: /LICENCE.AMEND

Tip: As you enter each field, description information is displayed at the bottom of the window to assist you in completing the field. However, in some instances the description may not match the field. If this is the case, enter the information according to the field name rather than the description. For example, once you move from the Surname field to the E-mail field, the description changes to postal code and zip code. In this instance, complete the E-mail field with a valid e-mail address rather than a postal or zip code.



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19. When finished, the completed window is displayed again, allowing you to verify all the data you just entered. Type A to accept the window.

20. Ensure that the SB+ Runtime Code is set to "NONE." To accept the window, type:

Y .



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21. To print the letter, press .

22. To log off the system, type in uppercase: /OFF

23. If it does not automatically close, close the Telnet local host window by clicking on the X at the upper right portion of the screen.

24. Double-click on the StreetSmarts Maint item in the Maxwell desktop folder.

25. Enter your administrator login and password



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26. At the Account name or path (uv) prompt, type in lowercase: sb+

27. Enter the User ID by typing SB

28. When prompted for the password, press .

29. At the Terminal ID prompt, type the following: DEFAULT.TERM



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30. To review your license details, type D Note: Write down the Reference Code from the Details screen.



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31. To obtain the authorization (reference) code, go to the following website: https://www-927.ibm.com/software/data/u2/support/u2techconnect/authprod.asp Choose SB+ as the product to authorize and click Continue.



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32. Enter the following three fields: Serial Number: Enter the SB+ Runtime Install Serial Number included in the sheet titled "Do Not Throw Away," which was included with the UniVerse Installation CDs. When entering the serial number, include "-SBR" at the end. Version: 5.2.4 Reference Code: Refer to the information you noted from the License Details window displayed in Step 30. Note: If Security Violation 2 is displayed, you have entered the incorrect Reference Code. Refer to Step 30 for the correct Reference Code. Once you have finished entering data in all three fields of the web page, print the web page so you can refer to the serial number in Step 30. Check the box to agree with all terms and conditions. Click Submit. The website will issue an authorization code.

33. Once you have verified that you have recorded the Serial Number or printed the web page with this information, close the Internet browser by clicking on the X in the upper right corner of the window.



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34. SB+ license information is displayed. Enter the License Number, which was

obtained in Step 32 and press . Note: When you enter the SB+ Serial Number, do not include "SBR."

35. A confirmation screen is displayed. To log off the system, type in uppercase: /OFF

36. Close the Maxwell Desktop folder by clicking on the X in the upper right corner of

the window.


2.6 Check for Updates Because Maxwell Systems is always enhancing and adding new features to StreetSmarts, your installation CD may not contain the most current features and enhancements made to UniVerse. Look at the Installation CDs you received with your migration kit. A version number is printed on the front, such as Version 7. Now, take the time to check Maxwell Systems web site (www.mymaxwell.com > Downloads > StreetSmarts) for more up-to-date files.

In the What do you want to download and install? field, select StreetSmarts Upgrade. In the What version of StreetSmarts are you currently running? field, select the release version found on the CD label. Updates are displayed or, if there are no updates, a message is displayed noting that the server is on the most current version. If an update exists (such as 7.0.1), download and install the file. Use the documented release load procedures for Universe Instructions, which are included on the website just below the table of files.




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2.7 Installing the Individual Workstations

This section must be completed at each individual workstation.

2.7.1 Install Applications for the Workstation from CD SBClient, StreetReporter, StreetSmarts client, and the HTML Help engine and files are installed concurrently from the CD.

You must be logged in as the user who will be using StreetSmarts on that workstation. Additionally, that user MUST be a local administrator on the workstation for the installation to complete successfully. If the workstation installation produces an error, please ensure that the user has local administrator rights before calling Maxwell Systems Customer Support.

Note: Some processes may be skipped depending on what is installed on your system. For example, the ODBC series of windows may not be displayed if ODBC is properly set up on your system.

Note: Before you begin, locate the StreetSmarts Installation CD and its case. The CD case has a label with serial number information needed during this installation.

Tip: You may copy the StreetSmartsClient folder to a shared location on a file server and install from that server. Create a text file with the serial number and authorization key from which to copy.

1. Insert the UniVerse Workstation Installation CD into the workstation. 2. Right-click on the Start button and select Explore. 3. Navigate to the UniVerse Workstation Installation CD. Double-click on the

StreetSmartsClient folder. 4. Double-click on the SSWorkstationInstallation.exe file. 5. Depending on your system, the Wise Installation System window may be

displayed. Click OK.



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6. The Wise Installation System window is displayed, indicating that the system is being prepared for the MDAC installation.

7. The Wise Installation System window is displayed, indicating that MDAC is now being installed.

8. The Wise Installation System window is displayed, indicating that the installation is complete. Click OK. The workstation will restart and the installation will resume automatically.

9. The Welcome window is displayed. Click Next.



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10. The StreetSmarts Workstation Install Information window is displayed. Enter the IP Address of the StreetSmarts UniVerse server. Enter the Logon User Name. By default, the Windows logon user name is displayed. Select the Windows platform. Select the UniVerse database. Select the appropriate Microsoft Office version. Maxwell Systems strongly recommends that the default directory remains unchanged. The Browse button is available for exceptions. Click Next to proceed.



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11. The Start Installation window is displayed. Click Next to proceed.

12. The Welcome window is displayed. Click Next to proceed.



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13. The User Information window is displayed. To register the product, enter your Name and Company. Click Next to proceed.

14. The Choose Destination Directory window is displayed. Maxwell Systems strongly recommends that you accept the defaults. Click Next to proceed.



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15. The Select Program Folder window is displayed. Click Next to proceed.

16. The Installation Information window is displayed. Click Next to proceed.



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17. At 95% completion for the installation, you are prompted for the serial number and authorization key. Both are located on the Installation CD case label, which was included with the CD. Click OK. Note: Maxwell Systems recommends that you create a text file containing the serial number and authorization key for future reference.

18. The Question window is displayed. Click No to continue.

19. The Farewell window is displayed. Click OK to continue.



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20. The Setup Complete window is displayed. Select No then click Finish to continue.

21. The SBClient window is displayed. Click the red X in the upper right corner to close the window.



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22. The Install UniVerse ODBC Drivers window may be displayed. If not, proceed to Step 34 to install the StreetSmarts client. Click OK.

23. The InstallShield Wizard is displayed briefly.

24. Accept the default settings by clicking Next.



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27. Uncheck the Dr. DeeBee Spy and Online Documentation options so that only the UniVerse ODBC Driver and UCI Editor options are checked as shown below. Click Next.




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31. Progress of the files that are being installed is displayed briefly.

32. Click Finish when installation is completed.



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33. Select No, I will restart my computer later. Then click Finish.

CAUTION: If you do accidentally restart the computer, you will have to start the install from the beginning, as the installation is not capable of completing at this stage. Therefore, it is critical that you select No.

34. The Install SS7 Client window is displayed as shown. Select Yes and click OK to proceed.



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35. The Welcome window is displayed. Click Next.

36. The Choose Destination Location window is displayed. Maxwell Systems strongly recommends that the default directory remains unchanged. The Browse button is available for exceptions. Click Next to proceed.



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37. The Report Destination Location window is displayed. Maxwell Systems strongly recommends that the default directory remains unchanged. The Browse button is available for exceptions. Click Next to proceed.

38. The Select Program Manager Group window is displayed. Maxwell Systems strongly recommends that the default remains unchanged. Click Next to proceed.



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39. The Start Installation window is displayed. Click Install to proceed.

40. The StreetSmarts Utilities Installation window is displayed. Click OK to continue.

41. The Welcome window is displayed. Click Next to proceed.



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42. The StreetSmarts Server Information window is displayed. Enter your system information in the following fields: StreetSmarts Server IP Address: enter the IP address for the database server. SB+ User Name: enter the StreetSmarts User Name for the person who uses this workstation. StreetSmarts Server Platform: select Windows. Click Next to proceed.

43. The File Transfer Information window is displayed. Select SBZ as the File Transfer and click Next.



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44. The Choose Destination Location window is displayed. Maxwell Systems strongly recommends that you accept the default location. Click Next to proceed.

45. The Start Installation window is displayed. Click Next to proceed.

46. The Question window is displayed. Click No to continue.



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47. The Installation Complete window is displayed. Click Finish to continue.

48. The Install window may be displayed. Click Cancel to proceed.


2.7.2 Help Files HTML Help files are included in the StreetSmarts installation. The client installation automatically installs the help files on the workstation, so you do not need to take any additional steps to provide the Help to your personnel. The Help can be accessed within StreetSmarts by pressing F1.

2.8 Check for Updates Because Maxwell Systems is always enhancing and adding new features to StreetSmarts, your installation CD may not contain the most current features and enhancements made to UniVerse. Look at the Installation CDs you received with your migration kit. A version number is printed on the front, such as Version 7.0. Now, take the time to check Maxwell Systems web site (www.mymaxwell.com > Downloads > StreetSmarts) for more up-to-date files.



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In the What do you want to download and install? field, select StreetSmarts Upgrade. In the What version of StreetSmarts are you currently running? field, select the release version found on the CD label. Updates are displayed or, if there are no updates, a message is displayed noting that the server is on the most current version. If an update exists (such as 7.0.1), download and install the file. Use the documented release load procedures for Universe Instructions, which are included on the website just below the table of files.


2.9 Where to Go Next Proceed to Chapter 4, StreetSmarts in UniVerse, to set up new users.

Existing Customer Previously Using StreetSmarts on D3


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3.0 Existing Customer Previously Using StreetSmarts on D3

Read these instructions before you begin. Failure to follow the outlined procedures may result in critical harm to your data.

If you are upgrading from StreetSmarts version 5, review Section 4.3, Security for StreetSmarts, prior to proceeding.

If you are a new Maxwell Systems customer and are installing StreetSmarts for the first time, skip to Chapter 4. However, if you are an existing customer who has used StreetSmarts in the past, continue to the next page.



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3.1 Pre-Installation Assumptions As you read each item listed below, check off the assumptions:

Know the location of the StreetSmarts server. Know the local administrator login and password for the StreetSmarts server and ensure you have mouse and keyboard function. Note: The password cannot be blank.

The server operating system is Windows 2000 or higher. All current Microsoft Service Packs have been installed on the server.

When the icon is displayed, press the Enter key. Note: The Enter key is commonly used after most commands; however, there are a few exceptions. Be sure to press the key only when instructed to do so.

Typed or executed commands are boldfaced. Case (i.e., lowercase or uppercase) does not matter unless otherwise specified. The StreetSmarts login is a different login from the StreetSmarts login for D3.

Your user ID and password for UniVerse need to be the same as your Windows (domain) user ID and password.

Contact Maxwell Customer Support should you need assistance during any step of the installations.


3.2 Copy the CD to the UniVerse Server

Tip: Complete this step two days prior to the scheduled installation to assure that the CD has not been damaged during shipping.

In preparation for your system migration, it is important to ensure that all materials needed for the migration are available and undamaged.

To ensure a successful installation, copy the files from the UniVerse NT Server Installation CD to the root directory of the local hard drive of the StreetSmarts UniVerse server.

Copy the contents of the Server Installation CD directly to the root directory on the drive in which you plan to install UniVerse. For example, if you plan to install UniVerse on the D:\ drive, copy the content of the Server Installation CD to the root directory (i.e., not in any folders) of the D drive.

Note: You may copy the files to another location; however, this document will always direct you to the root of the C drive (C:\).

1. From the UniVerse server, log in as administrator by entering the appropriate login and password.



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2. Insert the UniVerse NT Server Installation CD into your server where StreetSmarts resides.

3. Right-click on the Start button and select Explore.

4. Navigate to the UniVerse NT Server Installation CD and copy the UV_NT_Server_Install folder to the C:\ drive. This will ensure that the CD is in proper working condition. The files in the UV_NT_Server_Install folder will be used during the installation.

Note: This will require approximately 2 GB of free space on the server. You can find the available disk space by going to My Computer > C:\> Right Click>Properties. If you are out of disk space or any other error occurs, contact Maxwell Systems Customer Support.



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5. Remove the CD and store it in a safe place for future use. 6. Log out of the server.


3.3 Preparing D3 for the UniVerse Migration

StreetSmarts is inoperable during the migration. Please alert all users prior to beginning the migration.

The UniVerse login is different from the D3 login. Your UniVerse user ID and the password need to be the same as your Windows (domain) user ID and password. Log into your existing D3 machine and assist users with changing usernames/passwords as needed to match their Windows logins. Refer to Question 1 in Section 1.6, Significant Changes, for more information.

1. From the existing workstation, using SBClient, open StreetSmarts.

2. At the "Enter your user id" prompt, type: XC.SS

3. At the "Enter User ID" prompt, type: SB



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4. At the "Enter Password" prompt, enter the appropriate SB password OR

press if a password is not specified.

5. If prompted for Terminal ID, type: TU.CHEETAH.GUI 6. Select Utilities > System/Upgrade Menu > UniVerse Preparation.

7. Click Continue to initiate the migration on the existing D3 server.

8. Once the UniVerse conversion has taken place successfully, the following message is displayed. Click Continue to complete the migration.

9. Type /OFF and click Close to exit the SBClient session.




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3.3.1 Changing the D3 Port

Note: If you are installing UniVerse on a different server than your existing D3 system, skip this section and proceed to Section 3.4, Install UniVerse.

If you are installing UniVerse on the same server as your existing D3 system, you must change the network port that D3 uses. Follow these steps to change the D3 port.

Note: You must have D3 and the newly installed Universe running concurrently in two different ports.

1. From the StreetSmarts server, log in as administrator. 2. Open the Cheetah Desktop folder, and double-click on the StreetSmarts Maint

icon.

3. Press .

4. At the login prompt, type: DM Note: If prompted for an md password, enter the password for your DM account

.

5. Type in uppercase: SHUTDOWN 6. To close the session, type: Y 7. Double-click on the Services icon.

8. Locate the D3 ODBC Server. If the Status column is blank, proceed to the next step. If the Status column displays "Started," stop the service by clicking on the D3 ODBC Server item.



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9. Click the Stop button () at the top of the Services window.

10. Leave the Services window open. 11. Choose Start > Programs > D3 > Device Manager > D3NT Settings tab. 12. Change the Telnet Mode Selection to Port 9923. Click Update then click Exit.



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13. Return to the Services window and ensure that the D3 ODBC Server line is still highlighted. Click on the Start button () at the top of the Services window to restart.

14. Highlight the D3 Virtual Machine line and click on the Start button () at the top of the Services window.

15. Close the Cheetah Desktop folder by clicking on the X in the upper right corner of the window.

Note: Once the D3 system has been reconfigured to run on port #9923, any workstations used to log into the old system also needs to be reconfigured to login via port #9923. If there is a need to log into the D3 system after the conversion, please call Maxwell Systems Customer Support for assistance in configuring the workstation.


3.4 Install UniVerse

If you are an existing D3 client and you are loading UniVerse on a new server separate from D3, a current StreetSmarts backup must be performed before starting the upgrade.

You must be logged into the Windows server as a local Administrator in order to properly install UniVerse. Additionally, you must be logged into Windows as the Administrator the first time you log into UniVerse after installing it. Not doing so will cause installation errors, requiring assistance from Maxwell Systems Customer Support.

1. From the UniVerse server, locate the C:\UV_NT_Server_Install folder in Explorer that you just copied in Section 3.2, Copy the CD to the UniVerse Server. Double-click on the folder to open it. Note: The drive letter may vary if you copied the files to an alternate location.



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2. Double-click on the UVNTSetup.exe file. The Welcome window is displayed. Click Next to continue.

3. The Choose Upgrade Option window is displayed. Check the Upgrade from D3 box. Click Next to continue.

Tip: Be certain that the Upgrade from D3 box is enabled.



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4. The Start Installation window is displayed. Click Next to continue.


6. The UniVerse 10.1.10 Setup window is displayed. Click Next to continue.



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7. When the license agreement is displayed, click Yes.

8. The UniVerse 10.1.10 Setup window is displayed. This is where the StreetSmarts database will be installed. Maxwell Systems strongly recommends that these paths remain unchanged; however, the drive letter may be changed to store the database on a separate drive. Please change both locations to the same drive letter. Click Next to continue.

Tip: If you wish to change the drive letter where UniVerse is installed, be sure to indicate the drive letter in the UniVerse Directory field and in the UniShared Directory field.



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11. The UniVerse License window is displayed. Enter the Serial Number, New User Limit, New Expiration Date, and Authorization Code, which is located on the UniVerse Installation CD case. This information is case sensitive. Note: If the sheet includes -UV after the serial number, do not enter -UV in this window.

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